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Calculate Year-To-Date in Excel: The Step-by-Step Guide
In this video, you'll learn two powerful methods to calculate year-to-date (YTD) values in Excel, whether you're tracking sales, expenses, or any other data. We'll start with the classic method using an IF formula, walking through how to calculate YTD step by step. This method gives you full control, allowing you to manually build the running total for each month as you progress through the year.

Then, we’ll dive into a more advanced and automatic way of calculating YTD using Excel's Scan function, which is combined with the Lambda function. This modern method allows Excel to handle the entire calculation for you, automatically updating the running totals as new data is entered. We’ll break down how the Scan function works, explaining each step, including how Lambda creates a custom function for the process.

Whether you prefer a hands-on approach with the IF formula or want the automation power of Scan and Lambda, this tutorial has you covered. Both methods are great for calculating YTD values and can be applied to various datasets, including sales, budgets, and more.

Watch now to learn how to take control of your data, simplify your YTD tracking, and choose the best method that fits your needs. Don't forget to like, subscribe, and let us know in the comments which method you prefer!

Download file: https://docs.google.com/spreadsheets/...

Timestamps
00:00 Introduction to Tracking Progress
00:32 Understanding IF Formula Logic
00:57 Using Scan Function for YTD
01:11 Breakdown of Lambda Function
01:56 Scan and Lambda Combination Explained
02:36 Comparison of Methods

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